1. Administering Sales Planning
  2. Configuring Key Account Planning
  3. Post Configuration Tasks
  4. Importing Key Account Planning Metadata and Data

Importing Key Account Planning Metadata and Data

  1. Add or import metadata for each enabled dimension using the Dimension Editor. From the Home page, click Application, and then click Overview. Click the Dimensions tab and then from the Cube list, select OEP_KAP.

    See Importing Metadata.

    Note:

    When you use the Dimension Editor to load metadata, the primary hierarchy for a dimension should go under the All member for the dimension. You can add alternative hierarchies under the Root member as well, but the member should be a Parent or rollup type member. No parent or member should be set to roll up and aggregate to the root member of a dimension, because the root member can't be displayed on any form, dashboard, or report.

  2. After configuring, and any time you make changes in configuration or import metadata, refresh the database. From the Configure page, select Refresh Database from the Actions menu. Click Create, and then click Refresh Database.
  3. Import your business data to populate the application. Sales Planning includes templates for loading data. See Importing Key Account Planning Data.

    See Importing Data for general information about importing data.